Practice - Client Manager (York, North Yorkshire)

Supreme Search Specialists; York and North Yorkshire; Ibrido; GBP 40.000 - 45.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Pension scheme

Generous holiday entitlement

On-site parking

Study support

Descrizione del lavoro

Independent Chartered Accountants in York is seeking an experienced Client Manager to oversee a diverse client portfolio, delivering advisory and compliance services. The role involves leading a team, meeting deadlines, and providing strategic commercial guidance to SME and owner-managed clients.

The ideal candidate will be ACA/ACCA qualified with strong technical knowledge, experience with Sage, Xero, QuickBooks and Iris, and a client-focused mindset.

Competenze

• Manage a portfolio of clients, ensuring all compliance reporting deadlines and deliverables are met.
• Provide strategic and commercial advice to clients, supporting them in achieving their business objectives.
• Lead the preparation of accounts and tax computations for complex assignments in line with internal procedures.
• Conduct meetings with clients to review financial statements, discuss tax planning opportunities, and present recommendations.
• Identify areas to enhance clients’ accounting systems, record-keeping, and financial processes.
• Lead, supervise, and develop junior team members within the portfolio.

Mansioni

• Manage a portfolio of clients, ensuring deadlines are met.
• Provide strategic and commercial advice to clients.
• Lead accounts and tax computations for complex assignments.
• Meet with clients to review financials and plan tax opportunities.
• Cross-sell the firm’s services and expand client relationships.
• Support workload planning and KPI monitoring.

Conoscenze

Client portfolio management

Leadership experience

Interpersonal skills

Communication skills

Attention to detail

Strategic advisory

Portfolio planning

Team mentoring

Formazione

ACA / ACCA qualified (or equivalent)

Strumenti

Sage

Xero

QuickBooks

Iris

Descrizione del lavoro

Client Manager – York

Location: York
Position Type: Permanent, Full-time | Client Manager
Industry: Chartered Accountancy / Business Advisory / Client Portfolio Management
Salary: £40,000 – £45,000 (depending on experience and qualifications)

About the Role

We’re representing a highly regarded independent firm of Chartered Accountants with a strong presence across Yorkshire. The firm provides a full range of accountancy, taxation, and business advisory services to a diverse portfolio of SME and owner-managed clients. Due to continued growth, they are seeking an experienced and commercially minded Client Manager to join their York office. This is an excellent opportunity for a proactive professional looking to manage a varied client base, lead a team, and play a key role in delivering high-quality advisory and compliance services.

Key Responsibilities

• Manage a portfolio of clients, ensuring all compliance reporting deadlines and deliverables are met

• Provide strategic and commercial advice to clients, supporting them in achieving their business objectives

• Lead the preparation of accounts and tax computations for complex assignments in line with internal procedures

• Conduct meetings with clients to review financial statements, discuss tax planning opportunities, and present recommendations

• Identify areas to enhance clients’ accounting systems, record-keeping, and financial processes

• Supervise, support, and develop junior team members, providing clear guidance and feedback

• Liaise with HMRC, banks, and external stakeholders as required

• Promote and cross-sell the firm’s services, identifying opportunities to add value and expand client relationships

• Review all accounts, working papers, and correspondence to ensure accuracy, compliance, and professionalism

• Oversee workload planning and scheduling to ensure client deadlines are met efficiently

• Maintain accurate client data within practice management systems and monitor progress against KPIs

• Support billing, fee recovery, and debtor management, ensuring profitability across the portfolio

• Drive improvements in processes, systems, and workflows to enhance client service delivery

• Uphold firm values, fostering a collaborative, client-focused culture and maintaining strict confidentiality

Ideal Candidate Profile

• ACA / ACCA qualified (or equivalent) with experience managing a client portfolio within practice

• Strong technical understanding of UK GAAP, tax compliance, and business advisory principles

• Confident using cloud-based and desktop accounting software including Sage, Xero, QuickBooks, and Iris (training provided where required)

• Excellent interpersonal and communication skills, with a strong client service mindset

• High attention to detail, analytical ability, and ability to prioritise effectively

• Commercially aware, proactive, and capable of identifying opportunities for growth and improvement

• Leadership experience with a track record of developing junior staff and managing teams

• Proficient in Microsoft Excel, Word, and Outlook

Why This Opportunity Stands Out

• Competitive salary of £40,000 – £45,000 depending on experience

• Hybrid and flexible working opportunities

• Generous holiday entitlement with additional leave for long service

• Workplace pension scheme

• Ongoing professional development and study support

• Modern, accessible offices with free on-site parking

• Supportive, inclusive culture with regular team events

• Genuine opportunity to progress in a forward-thinking and expanding firm